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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,777 | $114,119-95.8% | $107,187-95.5% | $138,895-96.6% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 79.9%-29.9pp |
| Annual return | 0.00% | 273.21%-273.2pp | 204.55%-204.5pp | 145.39%-145.4pp |
| Employer contribution / active EE | $847 | $4,059-79.1% | $3,782-77.6% | $4,194-79.8% |
| Participant deferral / active EE | $1,664 | $5,538-70.0% | $5,096-67.4% | $6,396-74.0% |
| Admin fee / account holder | $787 | $10,024-92.1% | $9,162-91.4% | $12,562-93.7% |